Sales Engagement Customer Deals | Implementation & Best Practices

Barber Financial Group uses Cirrus Insight to capture client meeting data in Salesforce. This helps improve... client experience. They have 2400 client meetings a year. Before, it took 5 touches to book a meeting. Now, it takes 1-2 touches.
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PoliteMail helped a Fortune 500 FinTech company connect 80,000 remote employees in over 50 countries. The company needed... better design, automation, and real-time metrics for internal communications. They used PoliteMail to make their outreach simple, measurable, and branded. Leadership gained data-driven insights to support and engage their global workforce. The solution improved communication impact and decision-making during the pandemic.
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Revenue Grid helped CAPIS double client activity. CAPIS used Salesforce... and Outlook but struggled with manual updates and poor data quality. Revenue Grid automated email activity capture and Salesforce updates. The sales team saved time and improved communication. Team management became easier. Client interactions increased and Salesforce data stayed accurate.
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Revenue Grid helped CAPIS double client activity. CAPIS used Salesforce... and Outlook but struggled with manual updates and poor data quality. Revenue Grid automated email activity capture and Salesforce updates. The sales team saved time and improved communication. Team management became easier. Client interactions increased and Salesforce data stayed accurate.
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Ebsta's Revenue Intelligence platform helped Cappy use MEDDPICC inside HubSpot. Before Ebsta, Cappy... struggled with inconsistent deal qualification and lacked pipeline visibility. Integrating Ebsta with HubSpot let them qualify deals, track pipeline changes, and spot risks in one place. Sales leaders gained insights to coach reps and keep deals on track. The solution reduced admin work and made deal reviews easier for managers.
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Ebsta's Revenue Intelligence platform helped Cappy use MEDDPICC inside HubSpot. Before Ebsta, Cappy... struggled with inconsistent deal qualification and lacked pipeline visibility. Integrating Ebsta with HubSpot let them qualify deals, track pipeline changes, and spot risks in one place. Sales leaders gained insights to coach reps and keep deals on track. The solution reduced admin work and made deal reviews easier for managers.
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DNCR API integration from Elision helped a leading UAE financial firm follow Do Not Call Register rules. The firm faced... slow, error-prone manual DNCR list management and risked phone line blacklisting. Elision integrated Etisalat’s DNCR API with the firm’s PBX system. This enabled real-time call scrubbing and automatic compliance. The solution reduced manual effort, improved outbound call productivity, and boosted compliance by 97.5%.
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Koncert AI parallel dialer helped USB Payment Processing boost their connection rate from 6% to 20%. The company struggled... with calls being marked as spam and low connection rates. After switching to Koncert and integrating with HubSpot, they saw three times more real connections. The team now makes about 45,000 calls and gets 3,500 connections per month. This led to more appointments and growth for their sales teams.
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Revenue Accelerators helped 1010data boost sales and marketing results. 1010data needed to... grow fast and reach more top executives in Fortune 100 companies. Revenue Accelerators ran workshops and built value-based messaging for the C-Suite. 1010data saw a 1.5X greater pipeline, 115% larger deals, 3X more account conversations, and a 24X ROI. They also improved senior executive engagement by 40% and transformed into an insight-led sales team.
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Clari Copilot helped Alchemy Cloud improve sales intelligence and onboarding. The sales team... used Clari Copilot to capture and analyze sales calls from prospecting to closing. The tool made onboarding new team members faster, with a 50 percent reduction in ramp time. All sales information is now cataloged and searchable. Clari Copilot supports ongoing training and knowledge transfer for the team.
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Intelliverse helped a large data center services provider improve appointment setting and marketing intelligence. The client wanted... more qualified meetings and better brand awareness than their in-house team could deliver. Intelliverse provided a dedicated team and transparent reporting. In 6 months, they generated over 85 qualified prospect meetings, found 50 future interest prospects, and uncovered 35 competitor contracts. The program also disqualified 270 suspects and improved outbound prospecting results.
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Adapt helped Ai4 boost prospecting productivity by 25%. The team saw... a 20% increase in revenue after using Adapt. Ai4 used Adapt to get accurate B2B data and stop manual prospecting. The platform's advanced filtering let them target key decision makers. Ai4 found new markets and grew faster with Adapt's data tools.
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Myphoner helped Monsido grow from a four-person startup to a global company with 90 employees. Monsido used Myphoner... for cold outreach and lead management, replacing manual processes like Google Sheets. The platform enabled high-volume calling, seamless integration with Salesforce, and supported remote work during COVID-19. Monsido credits Myphoner for their sales growth, ability to secure seed investment, and overall business expansion.
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Outreach helped Rootly improve their sales communications. Rootly switched to... Outreach because their old sales platform was slowing them down. With Outreach, Rootly's team used workflow analysis and analytics to cut out extra steps and focus on what worked. They saw a 41% increase in prospects contacted, a 69% increase in meetings scheduled, a 130% increase in emails delivered, and a 640% increase in LinkedIn prospects contacted. Fast support from Outreach made a big difference for Rootly's team.
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FunnelFLARE helped Smart Solutions International (SSI) save time for their sales team. SSI needed to... automate follow-ups and make sales reps more efficient. They used FunnelFLARE to build drip campaigns and automate webinar follow-ups. The integration with Salesforce and other platforms made the process easy. As a result, SSI saved time, handled more prospects, and expanded into new territories.
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ConnectAndSell helped a SaaS company meet aggressive sales targets with a small team. The company used... ConnectAndSell’s Human + AI-powered Sales Acceleration Platform to automate dialing and voicemail tasks. This let sales reps focus on talking to decision-makers. The company saw a 50% increase in pipeline value in three months. Sales reps had 10x more daily conversations and did not need to hire more staff.
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ConnectAndSell helped a SaaS company meet aggressive sales targets with a small team. The company used... ConnectAndSell’s Human + AI-powered Sales Acceleration Platform to automate dialing and voicemail tasks. This let sales reps focus on talking to decision-makers. The company saw a 50% increase in pipeline value in three months. Sales reps had 10x more daily conversations and did not need to hire more staff.
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InsideSales Playbooks helped Epicor improve sales processes. Epicor used the... platform to manage leads and automate sales tasks. The solution integrated with Salesforce, Microsoft, and SAP. Epicor saw better sales team performance and more efficient workflows. The case highlights the benefits of using InsideSales for large software companies.
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Polymail helped ToneDen, a software company, improve sales efficiency. ToneDen needed a... better way to manage complex sales deals as a team. Polymail let them collaborate on email conversations and track prospect engagement. The team saw a 40% increase in sales efficiency. Polymail also made onboarding new sales reps easier and improved team communication.
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Apollo helped Ashby fix outbound email deliverability and scale their outreach. Cole D'Ambra, the... only demand generation marketer, used Apollo to target high-value accounts. Ashby saw a 460% increase in reply rate and a 59% increase in open rate. Deliverability improved by 55%. Meetings booked grew by 4x. Apollo enabled Ashby to run more personalized and effective outbound campaigns.
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Kixie + HubSpot integration helped Canopy, a tax software company, cut their time to first call from 35 minutes to 9 minutes. Canopy also increased... their conversion rate by 3%. The integration let sales reps make over 150 calls a day, use local presence dialing, and drop voicemails automatically. Canopy found the setup easy and support responsive. The new process made it simple for SDRs to reach more leads fast.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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Kotak Mahindra Bank uses Salesforce to improve customer experiences. They unified lead... management and loan processes. This helps approve loans faster and cross-sell better. They also created a 360-degree customer view. This makes service seamless across products. Salesforce helped them consolidate 12 systems into one platform. This transformation took eight months.
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One of America’s Big Four Banks could not get a full view of client accounts in Salesforce. Staff had to... enter data in both email and CRM, which led to errors and missing information. They used Riva to connect Salesforce and Outlook, syncing emails and calendars. Now, bankers and advisors have a complete view of customer interactions. Teams can trust their data and manage meetings better. The bank improved client engagement, meeting outcomes, and productivity for 12,000 Salesforce users.
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Volopay increased demo bookings by 30% using Outplay's multichannel cadences. They used phone,... email, and social channels like LinkedIn. Outplay's tools helped them test and improve email success. Volopay's SDRs used Outplay's dialer for effective phone calls. The multichannel approach led to more demos and growth.
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Yesware helped Mimeo save 4,200 hours per month with sales automation. Mimeo used Yesware's... email tracking and Gmail dashboard to get real-time data on email opens, clicks, and attachment views. This gave their sales team better insight into what works and what does not. Each rep saved 2 hours per day, and overall rep productivity increased by 10%. Mimeo now has more selling hours and better data for sales coaching.
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Klenty helped Group GTI improve their sales engagement process. The team used... Klenty to execute strategic, goal-driven outreach. They leveraged features like AI-powered sales cadences and automated dialing. This made their outreach more efficient. Group GTI saw better productivity and streamlined their sales workflow.
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Seismic wanted to improve their outbound sales process. They used ZoomInfo... Copilot to get AI-driven insights. This helped them find new prospects and tailor their messaging. Seismic's team became 54% more productive and saved 11.5 hours per week. They also attributed 39% of their active pipeline to ZoomInfo signals.
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DesignScript, a digital marketing agency, faced challenges in enhancing its outbound sales strategy. They struggled with... low engagement rates, inconsistent follow-ups, and resource-intensive processes. By using SalesBlink, they automated cold email sequences, drafted emails with BlinkGPT AI, and optimized sales sequences. This led to sending over 30,000 emails with an 83% open rate and 1,073 positive replies. The agency generated a $10M+ revenue pipeline and closed over 50 deals, significantly boosting their sales efforts.
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SmartReach. io helped OnRamp...Data, a marketing agency, land a $10,000 project for a client within one month. OnRamp Data used SmartReach.io to automate email outreach and generate leads for design studios. The platform made it easy to create reports and manage multiple client campaigns. OnRamp clients received 8-10 warm leads per month. The tool saved hours on reporting and improved efficiency for the agency.
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Overloop AI helped 87seconds automate sales outreach. The company saw... a 12x increase in meetings in 5 months. Each sales rep saved 120 hours per month. One rep generated $400,000 in sales in 3 months. Overloop AI made prospecting and campaign setup much faster. 87seconds used AI to focus on building client relationships and growing revenue.
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LeadSquared marketing automation helped Care Hope College save 30% of their time. The college struggled... with manual reporting, slow student responses, and no automated communication. After switching to LeadSquared, they used pre-set email templates and automated workflows. This improved efficiency and boosted student engagement by 93%. Email communication increased by 1.5 times. The team now tracks student activities and campaign results easily.
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Revenue. io helped Cultural...Experiences Abroad (CEA) move to remote work fast in 2020. CEA used the Global Communications Hub with Voicemail Drop, DialNext, and call logging. This made their team more productive and saved time. CEA could support students worldwide and keep them safe. The new system made outreach and operations much more efficient.
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Boomerang helped Brandywine Community Schools manage email overload. Superintendent Travis Walker... used Inbox Pause to stop emails after work hours. This set clear boundaries and improved his work-life balance. He also used recurring messages for weekly team check-ins. Boomerang made it easier for him to focus at work and be present with his family. The tool set expectations for response times and reduced stress from constant email notifications.
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Dialpad helped Custom Ink improve efficiency by 20%. The company had... problems with fragmented communication tools and manual call grading. Dialpad Support, Dialpad Sell, and Dialpad Connect let them combine voice and video calls in one place. Sales teams can now work from anywhere and follow up on missed calls. Support teams handle more calls and keep service quality high. Ai Recaps save agents time by making automatic call summaries.
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VanillaSoft helped Drs. Orders & More... fix problems with lead management. Before, managers had little control and important leads were lost. With VanillaSoft, they used queue-based contact management and rules-based routing. This made sure every account got attention and improved workflow. The company made more calls and got more sales. Managers now have flexibility to monitor and change workflows easily.
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VanillaSoft helped Drs. Orders & More... fix problems with lead management. Before, managers had little control and important leads were lost. With VanillaSoft, they used queue-based contact management and rules-based routing. This made sure every account got attention and improved workflow. The company made more calls and got more sales. Managers now have flexibility to monitor and change workflows easily.
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Mailshake helped Virtuance, a real estate technology company, achieve an 83% open rate on their cold email campaign. Virtuance built a... highly targeted list and used strong personalization in their outreach. They tested subject lines and kept emails short and valuable, offering a free trial to help realtors sell slow-moving listings. Mailshake's tools made it easy to optimize and personalize their campaigns, leading to more leads and high engagement.
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Mixmax helped Adwerx scale outbound sales and customer engagement. Adwerx used Mixmax... sequences to book 25% of enterprise sales demos. The team saw almost a 100% increase in account reviews booked. Mixmax's integration with Gmail and Google Calendar made scheduling easy. Adwerx sales reps used Mixmax features like buttons and polls to boost response rates. The company saved time and improved sales efficiency with Mixmax automation.
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Retreva helped Big Frog of Brandon, FL reopen their store after four years and move to a new area. The team used... Retreva to find contacts, automate cold emailing, and set meetings. This made it easy to reach old and new customers. Big Frog generated 5-10 leads and 1 meeting per month. They closed over 150 deals in less than a year. The owner says Retreva made prospecting faster and more efficient.
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Fixel helped Watches. com improve their...retargeting ads. They used Fixel’s audience segmentation to focus on high value visitors. This let them scale their always-on campaigns beyond just cart abandonment. With Fixel, Watches.com saw a 4x ROAS for all site visitors, 12x for cart abandonment, and 36x for Fixel high value segments. Watches.com is a leading online retailer for watches.
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ClickPoint LeadExec helped Steinway & Sons deliver internet leads to dealers worldwide in seconds. Steinway needed to... reduce contact time and improve customer service for online inquiries. The solution automated lead routing by country and zip code, handled multiple languages, and tracked dealer response times. Steinway saw faster lead delivery, better reporting, and improved customer satisfaction. Nearly 80% of their prospects now get immediate responses from local dealers.
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Salesloft helped 3M improve its inside sales team in the US and Canada. 3M wanted to... boost rep productivity and make new hire training faster. They used Salesloft to reach more customers, streamline messaging, and keep sales data accurate. 3M cut the time to close deals by 60%. Salesloft made it easier for new sales reps to get started and helped the team maximize revenue.
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ContactMonkey helped Alnylam fix email sending and tracking issues for internal communications. The team used... ContactMonkey to create and send employee newsletters from Outlook. They built custom email templates and used star ratings to get feedback. Employees said the emails looked better and were easier to read. Alnylam now tracks open and click rates, with open rates reaching 100% and click rates between 5% and 10%. The solution made email scheduling and feedback collection easy and reliable.
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Reply helped Business RadioX automate their outreach for booking guests. Michael Greenberg used... Reply to send cold email invitations. Open rates reached 60-70%. Time spent on outreach dropped from up to 10 hours a week to as low as 1 hour a month. Business RadioX plans to use Reply for international expansion.
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Wellness Coach wanted to reach more HR executives and improve their sales process. They used KalendarAI... instead of LinkedIn and SDRs to find leads. In the first month, they spent $800 and got 12 meetings with HR executives. They closed a deal worth over $50,000. KalendarAI gave them more than 20 times the return on their spend. The sales team became more efficient and could target the right people.
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Veloxy helped Vast Networks grow sales by 400%. Vast Networks used... Veloxy's Sales AI and Salesforce integration. The company improved sales productivity and data quality. After three months, they doubled their sales win rate. Veloxy made it easier for Vast Networks to manage leads and pipeline. The results show strong sales growth and better use of Salesforce.
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Saleshandy helped Altum Strategy improve lead generation. The consulting firm... needed to send more cold emails and track outreach performance. Saleshandy made it easy to launch campaigns and monitor results with a user-friendly dashboard. Altum Strategy achieved open rates up to 30% and strong reply rates. The platform saved time and helped the team target the right prospects.
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Criteo helped adidas improve their online shopping experience. adidas used Criteo's... commerce media platform to reach more shoppers. The solution included dynamic retargeting and personalized product ads. This made shopping more engaging for adidas customers. The case shows how Criteo supports big brands in the apparel and fashion industry.
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Sidetrade helped France Télévisions Publicité modernize its receivables management. FTP used Sidetrade’s... AI-powered platform to automate collections and ensure compliance with strict advertising laws. The solution reduced DSO by 9 days in 12 months, unlocking $7.7M in working capital. FTP saw a 30% increase in team productivity and automated 71% of dunning tasks. The company also cut 90+ day overdue receivables by 64%.
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MassMailer helped The Bay Club, a luxury lifestyle club in California, solve Salesforce's email sending limits. The Bay Club... needed to send mass email campaigns to thousands of customers but Salesforce only allowed 1,000 emails per day. They chose MassMailer for its flexibility, pre-built and custom templates, and scheduling features. The IT Manager praised MassMailer's support and ease of use. MassMailer improved their sales and marketing productivity.
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ShuttleCloud helped StartMail make email migration easy for new users. StartMail wanted users... to move emails and contacts from old providers quickly and safely. ShuttleCloud built a branded migration portal for StartMail. The portal supports English and German. Users can track migration status and import data with a few clicks. StartMail can now see migration insights without risking privacy.
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Poppulo Harmony Signage Cloud helped Adventist Health improve patient and employee communications across its hospital network. The challenge was... slow, manual content updates and limited local control. After migrating to Harmony Cloud, Adventist Health enabled 20 markets to manage their own digital signage, saving 16 hours a month on content updates. The network grew to 195 screens, reducing print costs by tens of thousands of dollars. The solution also boosted engagement with QR codes and supported a culture of recognition for staff.
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